yielding stocks of our Ultimate Stock-Pickers since we last looked at them , with Vodafone Group VOD, Pfizer PFE, Roche RHHBY , and Eli Lilly LLY making way for Occidental Petroleum, National Oilwell Varco, Emerson Electric EMR , and Exxon Mobil

benefit from this increased spending on sequencing. Second, we think Illumina will continue to gain market share from Roche RHHBY and Thermo Fisher TMO , enabling the company to grow faster than the cumulative sequencing market. Third, Illumina’s ongoing product

soared more than 60% in 2014. The fund also benefited from well-known, fairly steady firms such as Novartis NVS and Roche RHHBY , top-five holdings that posted double-digit gains in a tough year. Yet as the ICICI Bank play shows, the managers have

returns. And the team, which received the honors in 2000 and 2011, has been firing on all cylinders this year. Roche Holding RHHBY and Zurich Insurance ZURVY of Switzerland have posted solid gains, as have some of the team's other health-care and financial